Day 2 – Tuesday, September 10, 2019 | |
7:00-8:00 | Breakfast [Las Colinas] |
8:00-8:45 | Presentation [Cottonwood Room] |
PropTech – Accelerating Digital Transformation in Real Estate | |
Sasha Bernier, Senior Vice President, Cheltenham Investments | |
8:45-9:30 | Panel Discussion [Cottonwood Room] |
The Impact Revolution | |
Moderator: Todd Benjamin, Former Financial Editor, CNN | |
Dan Farrell, Chairman and Chief Investment Officer, Privos Capital | |
Jerry Olynuk, Senior Vice President and Portfolio Manager, Northland Wealth Management | |
Timothy Smith, President & Chief Information Officer, Petro Lucrum, Inc. | |
Casey Verbeck, Managing Director, Veris Wealth Partners | |
9:30-9:45 | Networking Coffee Break [Cottonwood Foyer] |
9:45-11:45 | One-on-One Meetings [Lantana] |
11:45-12:45 | Keynote Presentation [Cottonwood Room] |
Master Your Cash Flow | |
Al Zdenek, Executive Vice President, Mercer Advisors | |
12:45-1:45 | Networking Lunch [Las Colinas] |
Select 1:45-2:30 |
Presentation [Cottonwood Room] |
Creating a Generational Legacy | |
Tom Rogerson, President and Chief Learning Officer, GenLeg Co., Inc. | |
Interactive Roundtable Discussion [Cypress River] | |
Investing in Blockchain | |
Mark Kress, Principal, Arden Advisory | |
Select 2:30-3:15 |
Presentation [Cottonwood Room] |
How Your Investment Policy Statement Came to Be Written in Code – A Future’s History of Wealth Management | |
Franklin J Parker, CFA, Chief Investment Officer, Bright Wealth Management | |
Presentation [Carpenter] | |
Capitalizing on the Green Rush | |
Greg Silberman, Chief Investment Officer, ACG Wealth Management | |
3:15-3:30 | Networking Coffee Break [Cottonwood Foyer] |
3:30-5:30 | One-on-One Meetings [Lantana] |
5:30-6:15 | Presentation [Cottonwood Room] |
Strengthening Your Private Equity Portfolio through Co-Investing | |
Michael Sluder, Chief Investment Officer, Synovus Family Office | |
Select 6:15-7:00 |
Interactive Roundtable Discussion [Cottonwood Room] |
Critical Success Factors for an Effective and Meaningful Due Diligence Process | |
Panayiotis Lambropoulos, CFA, CAIA, FRM, Portfolio Manager, Employees Retirement System of Texas | |
Interactive Roundtable Discussion [Carpenter] | |
Strengthening Corporate Governance through Family Governance Principles | |
Elaine King, MBA, CFP, Founder and CEO, Family and Money Matters | |
Interactive Roundtable Discussion [Cypress River] | |
Capitalizing on Alternatives | |
Casey Wamsley, Principal, Senior Investment Consultant, Mercer | |
7:00 | Evening Reception [Golf School] |
Join us for a cocktail dinner to maximize informal networking opportunities |